Features
- Item categories - The item form and item list now show a Category field, and you can filter the item list by category.
- Searchable artifacts menu - The copilot’s artifacts menu is now searchable, making it faster to find a specific artifact in a long list.
- Reversal journal entry links - A reversal journal entry now links back to the original entry it reverses, so you can trace the relationship directly from the record.
- Multi-select transaction type filter - The Transaction Type filter on vendor payment Open Transactions now supports selecting multiple types at once instead of only one.
- Required record prefixes - Record numbering settings now block saving when you leave a prefix empty and show a validation error instead.
- Company prefix section for record numbering - When per-company numbering is enabled, you can search, get suggestions, and bulk-save short codes for company prefixes.
- Cash Flow column picker - The Cash Flow report now uses the same pivot-icon column picker as the Income Statement and Balance Sheet for a consistent experience.
- New Owner drawer reorder - The New Owner drawer now asks for the Company first and automatically suggests a name based on it, saving you from typing the name twice.
- Push data toggle tooltip - The allow push data toggle now has a helper tooltip explaining what enabling it does.
- Transaction monitor vendor exclusion - You can now exclude specific vendors from a transaction monitor to reduce noise from frequent, similar payments, such as ad platform charges.
- Inventory class field - Items now support an inventory class (Raw Materials, Work in Process, Finished Goods, or Supplies) for ASC 330 disclosure reporting. Inventory reports also let you group and filter by product category.
- General Ledger report audit columns - The General Ledger report now includes Created By, Last Approved By, and Last Approved Date columns.
- General Ledger report shipping address columns - The General Ledger report now includes shipping address columns for address line 1 and 2, city, state, ZIP, and country.
- Summary Reports line customer/vendor column - Summary Reports now support adding a Line Customer/Vendor column.
- Owner restore - You can now restore a soft-deleted owner and its ownership records instead of recreating them.
- Invoice exchange rate auto-calculation - The public API now automatically calculates the
exchange_ratefor an invoice when you omit it from the request. - SFTP upload history - Bank connections configured via SFTP now show a history tab tracking file pickups and uploads.
- Account mapping class in migrations - You can now assign a class when mapping accounts during a migration.
Fixes
- Copilot artifact loading - Fixed an issue where the “Draft Intercompany Journal Entry” artifact failed to load with a “We had a problem loading this artifact” error.
- Copilot chat prompt styling - Unified the visual elevation of the chat prompt across the copilot interface.
- Copilot view-only send errors - The copilot now explains why sending a message fails when you only have view-only access.
- Copilot markdown links - Fixed the styling of markdown links rendered in copilot responses.
- Scheduled agent drawer overlay - Fixed an issue where opening a scheduled agent drawer could affect the overlay state of other open drawers.
- Scheduled agent interval floor - The scheduling interval picker now requires at least one hour between runs, matching what the system supports, and automatically adjusts any shorter saved schedules.
- Approval list column overlap - Fixed an issue where the Type column could overlap the Number column when you resized the first column narrow on the Approval and For Approval tabs.
- Inventory archive and recover - Fixed archive and recover actions on inventory lists, which previously failed with an error on every attempt, whether run individually or in bulk.
- Inventory status change errors - Fixed an issue where a rejected request to change inventory status was incorrectly treated as successful.
- Inventory endpoint paths - Fixed inventory receipts, fulfillments, and locations failing to load due to outdated request paths.
- Account mapping class selection - Fixed an issue where the selected DualEntry class was lost during account mapping.
- Company payments tab layout - Aligned the padding on the company Payments tab with other tabs and removed an initial loading jump.
- Company allocation with sparse lines - Fixed an error that could occur when a cross-company allocation form contained empty line entries.
- Project customer field on edit - Fixed an issue where editing a form with no associated company could incorrectly clear the linked customer.
- Payment information validation - Fixed an issue where clearing a required rich-text field left it appearing valid, allowing it to pass validation incorrectly.
- Profile edits after save - Profile changes now appear immediately after saving instead of lagging behind.
- Kebab menu edit navigation - Fixed broken edit links from the kebab menu after a save redirected to a different list path.
- Command input width - Long command inputs on the management page no longer stretch the page layout.
- Meld host modal on bank connection close - Fixed an issue where closing the bank connection provider left an empty modal open.
- Content security policy for email links - Fixed a content security policy violation that blocked
mailtolinks. - Field mapping save - Saving a field mapping configuration now correctly saves the entire configuration instead of a partial update.
- Copilot journal entry creation - Fixed an issue where the copilot could not create invoices or journal entries, and improved reclassification suggestions to weight expense debits correctly.
- Cash Flow report export error - Fixed an error that could prevent the Cash Flow report from exporting for certain date ranges.
- Effective Ownership export zero split - Fixed an issue where the Effective Ownership export could show a false zero split for a company with no controlling chain.
- Effective Ownership soft-deleted owners - Fixed an issue where a soft-deleted owner with live ownership records could cause Setup validation, Allocation, and Effective Ownership to disagree with each other.
- Manual FX rounding mismatch - Fixed a rounding mismatch between dashboard widgets and reports when using manual FX rates.
- Financial account organization scope - Fixed an issue where updating a financial account in the chart of accounts could bypass organization scoping.
- Invoice validation error item name - Validation errors on sales order items now show the item name instead of the item ID.
- Vendor search in For Approval tab - Fixed an issue where searching for a vendor did not return existing records on the For Approval tab.
- Duplicate inventory stock movements - Fixed an issue where editing, archiving, or recovering an inventory transfer repeatedly could create duplicate stock movements.
- Inventory activity report reversal labeling - The inventory activity report now labels reversal rows as such, so an edited record no longer appears as multiple separate transactions.
- QuickBooks Online migration - Fixed an issue affecting QuickBooks Online migrations.